Associate Wealth Advisor — Tampa

Job overview

The Associate Wealth Advisor role is listed in Tampa, FL, with a remote or hybrid work arrangement combining remote and office work. Compensation is not specified. Mercer Advisors provides integrated financial planning and investment management, and the Regis Group serves ultra-high-net-worth families. The advisor supports an established client base and the Senior Wealth Advisor’s practice by preparing financial plans, coordinating client work, and collaborating with specialists. The developmental role builds toward increased client ownership while delivering fiduciary, integrated advice to help clients progress toward their financial goals.

What you'll do

• Anticipate the Senior Advisor’s needs and manage meeting deliverables and workflow
• prepare for, participate in, and follow up after client meetings
• help develop financial solutions and gather client information
• prepare comprehensive financial plans
• coordinate with portfolio management, tax, estate-planning, and other teams
• communicate progress and next steps
• build advisor capabilities and client ownership over time
• translate financial concepts into client-friendly materials
• follow compliance and client-care standards
• act as a fiduciary.

What we're looking for

Skills & competencies

associate wealth advisor

tampa fl

mercer advisors

regis group

remote or hybrid

financial planning

wealth management

fiduciary

cfp required

series 65

up to 20% travel

monday–friday business hours

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and disability insurance
• medical, dental, and vision plans
• HSA
• paid holidays and time off
• employee assistance
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• financial planning services at preferred employee pricing.

Why this role

Business-hours schedule Monday–Friday, with occasional adjustments to mirror the Senior Wealth Advisor’s schedule. Travel up to 20% may be required. Requires a bachelor’s degree, at least five years of related experience, a CFP or an accepted alternative designation, and Series 65 unless exempt.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.